| Kathleen Cote | Red Clover Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Keith Corbett | Bluebird Wealth Management | Amesbury | CFP | Percentage of assets, Hourly |
| Kevin Williams | Full Life Financial Planning | Pembroke | CFP | Percentage of assets, Hourly |
| Kimberley Feeney Zollo | Essex Capital Management | Lynn | CFP | Percentage of assets, Hourly |
| Kimberly Quinn | KSQ Financial Services | Halifax | CFP | Percentage of assets, Hourly |
| Latimer Eddy | L. B. Eddy | Westfield | CFP | Percentage of assets, Hourly |
| Laura Daniels | Balanced Rock Investment Advisors | Roslindale | CFP | Percentage of assets, Hourly |
| Laurence Cohen | Laurence Financial Planning | Danvers | CFP | Percentage of assets, Hourly |
| Lee McGowan | Monument Group Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Leonard Hirst | Hirst Financial Independence Planning | Fall River | CFP | Percentage of assets, Hourly |
| Linda Nelson | Freya Financial Services | Lexington | CFP | Percentage of assets, Hourly |
| Margaret McNabb | Portfoliosboston | Dennis | CFP | Percentage of assets, Hourly |
| Martin Baker | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Mary Evans | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Mary Koenig | Harvard Square Financial Planning | Lexington | CFP | Hourly, Fixed fees |
| Mary Montanari | Montanari Financial Advisors | Norwell | CFP | Percentage of assets, Hourly |
| Matthew Costa | Woodside Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Matthew Schroeder | Great Point Wealth Advisors | Danvers | CFP | Percentage of assets, Hourly |
| Matthew Williams | Impact Advisors Group | Duxbury | CFP | Percentage of assets, Hourly |
| Meghan Flynn | Boston Research and Management | Manchester | CFP | Percentage of assets, Hourly |
| Michael Cammarata | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michael Finer | Finer Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Michael Flaherty | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Nicholas De Peyster | Genesis Wealth Advisors | Stoughton | CFP, CFA | Percentage of assets, Hourly |
| Nicholas Fichter | Fichter & CO. Investors | Duxbury | CFP | Percentage of assets, Hourly |
| Patricia Moore | Moore Financial Advisors | Arlington | CFP | Percentage of assets, Hourly |
| Paul Marino | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Peter Canniff | Advanced Portfolio Design | Westford | CFP | Percentage of assets, Hourly |
| Peter Disch | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Richard Seeley | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Richard Stram | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Ryan Zimmerman | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Sarah Stamp | Compass Planning Associates | Greenfield | CFP | Hourly, Fixed fees |
| Stephanie Griebel | Davis Wealth Advisors | Andover | CFP | Percentage of assets, Hourly |
| Theodore Wolfstich | Wolfstich Capital | Medfield | CFP | Percentage of assets, Hourly |
| Thomas Juster | Martha's Vineyard Investment Advisors | West Tisbury | CFP | Percentage of assets, Hourly |
| Adam Apt | Peabody River Asset Management | Cambridge | CFA | Percentage of assets, Hourly |
| Agnes Olshansky | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| Benjamin Richardson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Bradford Cadigan | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Brian Sokolowski | Bluebird Wealth Management | Medfield | CFA | Percentage of assets, Hourly |
| Carl Goodman | Goodman Asset Management | Framingham | PFS | Percentage of assets, Hourly |
| Catherine Ryan | Cedar Rock Investment Advisors | Leominster | CFA | Hourly, Fixed fees |
| Daniel Flannery | Balanced Rock Investment Advisors | Roslindale | CFA | Percentage of assets, Hourly |
| Daniel Tortola | Boston Research and Management | Manchester | CFA | Percentage of assets, Hourly |
| Donald Gustafson | DJG Financial Services | East Weymouth | PFS | Percentage of assets, Hourly |
| Dylan Brix | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Henry Place | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Heydon Traub | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |